GE Aerospace (GE)vsTransdigm Group Incorporated (TDG)
GE
GE Aerospace
$328.00
+0.17%
INDUSTRIALS · Cap: $357.60B
TDG
Transdigm Group Incorporated
$1,238.74
+0.87%
INDUSTRIALS · Cap: $71.45B
Smart Verdict
WallStSmart Research — data-driven comparison
GE Aerospace generates 408% more annual revenue ($48.31B vs $9.50B). TDG leads profitability with a 21.9% profit margin vs 17.9%. TDG appears more attractively valued with a PEG of 3.05. GE earns a higher WallStSmart Score of 59/100 (C).
GE
Buy59
out of 100
Grade: C
TDG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GE.
Margin of Safety
-63.3%
Fair Value
$812.02
Current Price
$1238.74
$426.72 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 48 in profit
Strong operational efficiency at 20.2%
Revenue surging 24.7% year-over-year
Generating 1.5B in free cash flow
Strong operational efficiency at 46.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
18.3% revenue growth
Areas to Watch
Trading at 18.9x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.9% and operating margin at 20.2%. Revenue growth of 24.7% demonstrates continued momentum.
Bull Case : TDG
The strongest argument for TDG centers on Operating Margin, Debt/Equity, Market Cap. Profitability is solid with margins at 21.9% and operating margin at 46.7%. Revenue growth of 18.3% demonstrates continued momentum.
Bear Case : GE
The primary concerns for GE are Price/Book, Altman Z-Score, Debt/Equity. A P/E of 42.6x leaves little room for execution misses.
Bear Case : TDG
The primary concerns for TDG are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
GE carries more volatility with a beta of 1.38 — expect wider price swings.
GE is growing revenue faster at 24.7% — sustainability is the question.
GE generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GE scores higher overall (59/100 vs 57/100), backed by strong 17.9% margins and 24.7% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
Transdigm Group Incorporated
INDUSTRIALS · AEROSPACE & DEFENSE · USA
TransDigm Group is a publicly traded aerospace manufacturing company headquartered in Cleveland, Ohio. TransDigm develops and manufactures engineered aerospace components.
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